ETF Product Specialist – Fixed Income at Virtus

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, Asset Management, Investment FundsIndustries

Requirements

Bachelor’s degree; MBA and/or CFA, CAIA, CIMA, CFP designations desirable
7+ years of experience in the financial services/investment management industry
3+ years of fixed income product specialist and/or external sales experience
Securitized and/or private credit experience preferred
Strong understanding of investment research, portfolio analytics, and ETFs, along with a consultative and client-centric sales approach
Strong oral and written communication skills, with the ability to articulate the investment approach and strategy essential
FINRA Series 7 & 63 preferred; must obtain within 3 months of hire
Ability to travel up to 50% of the time

Responsibilities

Represent Virtus as an income strategy expert demonstrating an in-depth knowledge of ETFs including detailed knowledge of underlying investment strategies, rationale for product positioning, drivers of performance and relevant market background
Collaborate with Managing Director – ETF Sales in coverage of professional ETF buyer channels, serving as a subject matter expert on our income-oriented ETF product offerings
Partner with Virtus wholesalers in a specialist capacity supporting retail distribution efforts under the direction of Virtus ETF Solutions’ Income Strategist
Identify and develop new business opportunities/relationships for Virtus’ ETF product suite
Serve as a media-facing subject matter expert on fixed income, with an emphasis on the innovative securitized and private credit ETF solutions offered by Virtus
Act as a client-facing extension of the firm’s respective investment teams, with an emphasis on ETF portfolios sub advised by Newfleet, SEIX, and Stone Harbor, providing education to a wide range of clients with varying degrees of ETF knowledge
Play a leading role in development of regular content in support of the business line’s broader marketing and public relations strategy
Conduct periodic product training presentations to internal and external sales teams and travel to industry events and national sales meetings

Skills

ETFs

Fixed Income

Investment Strategies

Product Positioning

Performance Analysis

Market Analysis

Sales Support

Financial Intermediaries

Virtus

Insurance brokerage specializing in customized solutions

About Virtus

Virtus Insurance provides tailored insurance solutions for businesses, focusing on the commercial insurance market. The company offers customized strategies for managing property and casualty insurance as well as employee benefits. By employing experienced consultants, Virtus Insurance assesses clients' specific needs and areas of exposure to deliver effective solutions. Unlike many competitors, Virtus emphasizes building strong, long-term relationships with clients, allowing for ongoing support and adaptation of insurance strategies. The Property and Casualty Unit is known for its meticulous risk assessment, while the Employee Benefits Unit focuses on creative, data-driven strategies to enhance employee benefits. The goal of Virtus Insurance is to reduce risk and save money for its clients through personalized service and expertise.

Overland Park, KansasHeadquarters

2013Year Founded

SECONDARY_PRIVATECompany Stage

Consulting, Financial ServicesIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Hybrid Work Options

Risks

Competition from InsurTech startups may erode Virtus's market share.

Rising interest rates could affect insurance product pricing.

Stricter data privacy regulations may increase compliance costs for Virtus.

Differentiation

Virtus offers highly customized insurance strategies tailored to client needs.

The company focuses on building strong, long-term client relationships.

Virtus employs experienced consultants for precise risk assessment and innovative solutions.

Upsides

Growing demand for cyber insurance presents new expansion opportunities for Virtus.

AI-driven underwriting can enhance Virtus's data-driven consulting services.

Increased focus on mental health benefits aligns with Virtus's employee benefits offerings.

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